At Purpose Financial Advisors, we believe a teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As an independent advisor, we will work together with your CPA, attorney, and other professional advisors in an effort to ensure your plans support your individual goals.
We can help you address:
We also can answer your questions, including:
We have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Eric Green founded Purpose Financial Advisors in 2005. He has over 25 years of financial management experience. He works with individuals and families helping them address retirement and estate planning needs. He also works with...
Steve Gray has been a Financial Advisor in Spokane for over 25 years. Steve spends his time working with individuals and families in developing and implementing a financial plan, specific to their personal goals and plans. Education &...
Payton Gray recently graduated summa cum laude from the Colangelo College of Business with a Bachelor of Science in Finance and Economics. He started working in the financial service industry 2 years ago and became a Financial Advisor...
LPL Registered Administrative Assistant
Jeanette joined our firm in 2014 to assist with client service and office administration. Jeanette has worked in the investment business as a licensed representative since 1990.